Erich Luebkert is the head of Advice Methodology and Financial Planning in Individual Investors. He is a vice president of T. Rowe Price Associates, Inc.
Erich’s investment experience began in 2004, and he has been with T. Rowe Price since 2021, beginning in Individual Investors. Prior to this, Erich was employed by Vanguard as a financial advisor and held leadership roles including senior manager, ultra high-net-worth advisor, and senior product owner in Vanguard Personal Advisor Services.
Erich earned a B.S. in finance from Shippensburg University of Pennsylvania and an M.B.A. from Villanova University. He also completed the Securities Industry Institute Executive Development Program at the University of Pennsylvania, The Wharton School. Erich is a Series 7, 24, 63, and 65 registered representative and a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional. He is a member of the CFP® Board Financial Advice Working Group, CFP Board of Standards.
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